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Rotary Member Access
A Tool for Club Presidents and Secretaries
Functions of the Member Access Portal
With the Rotary Member Access Portal, club presidents and secretaries can perform the following club administrative functions:• View and change club membership data• Pay club dues (during January and June only)• Update club data• View reports for club contributions to The Rotary
Foundation• View the Official Directory
Member Access for individual and
officer functions
Enter username if registered
Enter password if registered
Register
Registration
To register for Member Access you will need the following:• Your district’s number
• Your club’s number
• Your membership ID number
• A valid e-mail address
Username and PasswordOnce you have registered your identification numbers, the Portal will prompt you to designate your e-mail address as your username. A password will be then e-mailed to you. When returning to the Portal, sign in with your username (e-mail address) and the password you received. You may change your password and username once you have entered the Portal.
Registration Information
How can you obtain the necessary numbers to register for the Rotary Business Portal?• From the mailing label of your copy of THE
ROTARIAN• From your club’s semiannual report• From your Club and District Administration
representative• From RI’s Department of Data Services at
Your Options as a Club Officer
All portal navigation options are displayed in the green highlighted box on the left hand side of the screen.
Menu for individual Rotarians
Items shown here in boxes are additional menu options for Club Presidents and Secretaries
Update Membership DataDownload a list of club
members to your
computer
View terminated members
View club data
(meeting details and incoming officers)
View Rotary Foundation and membership reports
Add members to your club
View/update individual
records
View Membership Data
The view function shows the name and contact information for each member. You can also view a member’s:• Committee
participation• Offices held• Membership details
Terminating Members
When terminating a member from your club, use the drop down boxes to indicate the:• Reason
• Date
Contact info
Membership history
Member info
Add an address
Download data
Semicolon separated value list
Generates a pdf listing of
member details
Club Recognition Summary: Generates a pdf listing of member contributions to RF
Monthly Contributions Report: Generates listing of
Club contributions to RF
View Club Recognition Summary
A Club Recognition Summary (CRS) report shows contributions to The Rotary Foundation for all club members and other donors. The district governor also has access to this report.
View Monthly Contribution Reports
A Monthly Contribution Report (MCR) shows Rotary Foundation contribution information for all the clubs in the district. The district governor also has access to this report.
Add members
Adding MembersWhen adding a new member to your club, it is suggested that you search for that member first to avoid duplicates. You can search by:• Membership ID
• Name
Semi-annual dues
Pay Club Dues
You can view your club’s semiannual report and pay club dues using a credit card in January and June.
Update club data
Update Club Data
Use the Club Data Form to change your club’s:• Meeting day
• Meeting time
• Meeting location
• Other details
Update Club Officer Information
The bottom portion of the Club Data Form allows you to enter the names of incoming club officers.
Choose relevant Rotary year
Ditto secretary
Exec sec - often not a club member
Incoming officers need to be defined to
allow them privileged access for
their Rotary year.
View the Official DirectoryThe online version of the Official Directory allows you to:• View current
committees and task forces
• View the RI Board of Directors and The Rotary Foundation Trustees
• Search for club and district information
Other Business Portal Functions
All Rotarians (including club officers) can access the Members Access for the following individual functions:• Contribute to The Rotary Foundation
• View your personal contribution history
• Manage e-mail subscriptions
Contribute to The Rotary Foundation
All Rotarians can contribute online to The Rotary Foundation using a credit card.
View Your Contribution History
All Rotarians can view their entire contribution history to The Rotary Foundation, including Paul Harris Fellow and Major Donor status.
Manage E-mail Subscriptions
All Rotarians can choose the categories of e-mail correspondence they would like to receive from Rotary International. This screen also shows the e-mail address used to subscribe.
ResourcesFor more information on the Rotary Website:• Contact your Club and District Administration
representative at World Headquarters or at the appropriate International Office.
• Visit the Frequently Asked Questions page.